Notable Guests
AR
Alex Rubalcava
1x
AA
Andrew Ang
1x
BE
Ben Carlson Explains
1x
BR
Bob Robotti
1x
BS
Brent Sullivan
1x
CE
Carson Block Explains
1x
CE
Charley Ellis
1x
DB
David Booth
1x
IJ
Inigo Fraser Jenkins
1x
JP
Jerry Parker
1x
JM
Joseph Moore
1x
KO
Kristin Olson
1x
LE
Luke Gromen Explains
1x
MS
Marc Seidner
1x
Recent Episodes
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Andrew Ang discusses AI agents reinventing investment workflows, not just automating tasks.
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Dave argues scarcity matters despite infinite money and AI trends.
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Roger Ibbotson shared 100 years of market data, showing one dollar grew to $15,000 in large caps.
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Robin Wigglesworth argues bonds, not stocks, are finance's bedrock.
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Inigo Fraser Jenkins discusses the end of easy diversification and high real returns.
Inigo Fraser Jenkins
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AI intersects with bubble forces, driven by debt-fueled data centers.
Paul Kedrosky
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Managed futures differ from trend following; outliers are key to strategy.
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David Booth, founder of Dimensional Fund Advisors, discusses indexing's early days.
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Meb Faber discusses the upcoming Cambria Global EW 3 ETF (GEX).
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Luke Gromen argues free trade is dead, US pivoting to Hamiltonian economics: tariffs, reshoring, neutral reserve asset.
Luke Gromen Explains
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Charley Ellis discusses the 50th anniversary of his book on share buybacks.
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Liaquat Ahamed discusses the first global financial crisis of 1873.
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Bob Robotti discusses how passive flows create opportunities for stock pickers.
Bob Robotti
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Meb Faber shares his market outlook and discusses his new book, 'Investing in America'.
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Carson Block predicts AI could displace 15% of knowledge workers.
Carson Block Explains
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Joseph Moore explores 300 years of American financial advice.
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Rebecca Anderson discusses McKinsey's report on US economic drivers.
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Ben Carlson explains the counterintuitive math of long-term investing.
Ben Carlson Explains
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Marc Seidner discusses the shift from economic to political drivers in investing.
Marc Seidner
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Samuel Hartzmark discusses the common investor misunderstanding of dividends.
Samuel Hartzmark